Marshall Wace’s Lakeland Financial Corp LKFN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Sell	17,673 -11,807	-40%	-$693K	﹤0.01%	2126
2025 Q4	$1.68M	Buy	+29,480	New	+$1.75M	﹤0.01%	1658
2025 Q3	–	Sell	-66,144	Closed	-$4.06M	–	3171
2025 Q2	$4.06M	Sell	66,144 -7,371	-10%	-$428K	﹤0.01%	1245
2025 Q1	$4.37M	Buy	+73,515	New	+$4.82M	0.01%	1126
2024 Q4	–	Sell	-8,526	Closed	-$555K	–	2819
2024 Q3	$555K	Buy	8,526 +2,194	+35%	+$143K	﹤0.01%	1888
2024 Q2	$390K	Buy	+6,332	New	+$386K	﹤0.01%	2056
2023 Q3	–	Sell	-11,708	Closed	-$568K	–	2475
2023 Q2	$568K	Buy	+11,708	New	+$612K	﹤0.01%	1941
2023 Q1	–	Sell	-7,765	Closed	-$567K	–	2915
2022 Q4	$567K	Buy	+7,765	New	+$595K	﹤0.01%	2323
2022 Q3	–	Sell	-49,333	Closed	-$3.28M	–	3595
2022 Q2	$3.28M	Buy	+49,333	New	+$3.52M	0.01%	1665
2019 Q2	–	Sell	-17,152	Closed	-$776K	–	1618
2019 Q1	$776K	Sell	17,152 -776	-4%	-$35.4K	0.01%	1012
2018 Q4	$720K	Sell	17,928 -49,608	-73%	-$2.16M	0.01%	1002
2018 Q3	$3.14M	Buy	+67,536	New	+$3.3M	0.03%	565